Spectacles
6 statements across 1 episodes · 6 bullish · 0 bearish · 1 people on the record · first statement Apr 27, 2026 by Evan Spiegel · said 37 times in 1 episodes since 2026 · across every show →
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brought up most by John Collison (24), Evan Spiegel (13)
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2026 37 mentions in 1 episode
Everything said about Spectacles, oldest first
Apr 27, 2026 positive
Snap builds the most sensitive Spectacles components in the US and UK
“We build,
You know, some of the most important components for specs in the U S and in the UK. So we've really thought about building some of the most IP sensitive components, some of the most sophisticated components in the U S and the UK, where we can sit th…”
Apr 27, 2026 bullish
Apr 27, 2026 bullish
AI software generation overcomes the Apple App Store lock-in moat
“So I think you know, I think the entire engineering paradigm, the way that software is built now enables you know, a totally different way of thinking about specs and about our platform. And frankly, overcomes the biggest hurdle that we were facing, which was …”
Apr 27, 2026 bullish
Apr 27, 2026 bullish
Rapidly created bespoke AI software will replace one-size-fits-all applications
“And so where, where I think we're at in 20, 26, which is fundamentally really different, Is that, you know, there's literally going to be bespoke software for people that they're going to be able to imagine that they're going to be able to build and create rea…”
Apr 27, 2026 bullish
Future social networking will mean hanging out in person using AR glasses
“This social network of the future is actually hanging out together in person and using specs together. So that's what excites me about the future of digital communication. I think, you know, messaging is fine, but it's hard to compete with actually being toget…”